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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,160 | $202,345+36.5% | $172,755+59.9% | $152,885+80.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 24.70% | 1029.77%-1005.1pp | 802.94%-778.2pp | 345.39%-320.7pp |
| Employer contribution / active EE | $11,294 | $5,858+92.8% | $5,144+119.5% | $4,763+137.1% |
| Participant deferral / active EE | $10,016 | $5,948+68.4% | $5,198+92.7% | $5,851+71.2% |
| Admin fee / account holder | $27,294 | $17,111+59.5% | $13,955+95.6% | $11,598+135.3% |